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Invesco Senior Loan ETF
BKLN

Overview Fund Activity

395 hedge funds and large institutions have $5.57B invested in Invesco Senior Loan ETF in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 133 increasing their positions, 152 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+9
Holders Change %
+2.33%
% of All Funds
9.05%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.69%
New
49
Increased
133
Reduced
152
Closed
40
Calls
$422K
Puts
$36.4M
Net Calls
-$36M
Net Calls Change
-$28.8M

Top Buyers

1
BlackRock
BlackRock
New York
$135M
2
Ameriprise
Ameriprise
Minnesota
$722M
3
SAM
Symphony Asset Management
California
$47.3M
4
TNBTD
Trustmark National Bank Trust Department
Mississippi
$35M
5
Bank of America
Bank of America
North Carolina
$164M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$116M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$53.3M
3
Goldman Sachs
Goldman Sachs
New York
$307M
4
KI
Koch Industries
Kansas
$4.5M
5
WCM
Windham Capital Management
Massachusetts
$537K
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
201
Wedbush Securities
California
$954K +$6.72K +290 +0.7%
TCM
202
Twin Capital Management
Pennsylvania
$946K -$16.2K -700 -2%
WA
203
Wilshire Advisors
California
$946K -$16.2K -700 -2%
FAAS
204
First Allied Advisory Services
California
$944K -$330K -14,275 -26%
SFS
205
Sowell Financial Services
Arkansas
$941K -$11.8K -509 -1%
3AM
206
3D Asset Management
Connecticut
$922K -$59.1K -2,550 -6%
CFD
207
Creative Financial Designs
Indiana
$910K -$3.48K -150 -0.4%
MC
208
Muzinich & Co
New York
$901K -$1.67M -72,000 -65%
VAIA
209
Virtus Alternative Investment Advisers
Connecticut
$899K – – –
BHB
210
Bank Hapoalim BM
Israel
$872K – – –
FF
211
Friedenthal Financial
New Jersey
$867K -$4.3M -185,547 -83%
GWM
212
Greenwich Wealth Management
Connecticut
$853K +$8.55K +369 +1%
TF
213
Tompkins Financial
New York
$818K – – –
PFA
214
Pinnacle Family Advisors
Missouri
$816K -$203K -8,772 -20%
SPIA
215
Steward Partners Investment Advisory
New York
$795K -$87.4K -3,771 -10%
PI
216
PFS Investments
Georgia
$780K +$51.5K +2,223 +7%
ASN
217
Advisory Services Network
Georgia
$756K +$20.6K +890 +3%
GWM
218
Geneos Wealth Management
Colorado
$753K +$513K +9,020 +213%
IFA
219
Interactive Financial Advisors
Illinois
$752K +$752K +32,469 New
KBFS
220
Kohmann Bosshard Financial Services
Ohio
$741K -$45.2K -1,951 -6%
AIP
221
Ahrens Investment Partners
Louisiana
$726K -$102K -4,423 -12%
BCMO
222
Buckingham Capital Management (Ohio)
Ohio
$723K -$2.6M -112,007 -78%
PA
223
PFG Advisors
Arizona
$723K +$149K +6,441 +26%
State of Tennessee, Department of Treasury
224
State of Tennessee, Department of Treasury
Tennessee
$721K -$1.49M -64,400 -67%
Koshinski Asset Management
225
Koshinski Asset Management
Illinois
$715K +$356K +15,377 +99%
7 8
9
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